I believe we all have special gifts. We are here to fulfill our purpose, and regardless of where we come from, we can accomplish great things in our lives. I remember being asked to do a seminar for the Federal Reserve’s Money Smart Week many years ago called,...

If you are one of the 80,000 Baby Boomers who is approaching or currently in retirement and looking for a way to generate income to supplement your savings, Social Security, and pension – you are NOT alone! This is what I call this the 3-legged stool. If one leg is...

“The Secret to Successful Retirement is to Retire TO Something Not FROM Something.” – Katana Abbott With over 10,000 Baby Boomers retiring every day, the dream of having enough money saved up to support you through the second half of your life can be daunting....

“Should you ever find yourself on your path, moving along in spite of fear, wondering if you’re ready or not to rise to the next level, chances are great that you will not be ready.” Mike Dooley, Notes from the Universe Are we ever really ready? Wouldn’t it be better...

Almost 20 years ago when my mother married my step-father, they came to me for estate and financial planning. My parents created their own trusts and set-up some assets in joint accounts. To simplify things, they consolidated all financial assets into a brokerage...

I attended a fabulous retreat in Baltimore with one of my mentors, Barbara Stanny, a few years ago. The retreat on Sacred Success was for women who had reached affluence and were looking to make a difference in the world. When I called the retreat center to ask how to...